The Team

Clearfork Wealth Management

Our Advisors

Shawn D Smith

Shawn D Smith

Private Wealth Advisor

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Designations

CFP®, MBA, ChFC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies

Education

Texas Christian University - Masters of Business Administration, Texas A&M University - Bachelors of Science
CA Insurance #0G47063 AR License #1134575

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Jason Todd Fisk

Jason Todd Fisk

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

BA Finance - University of Texas in Arlington

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Edward Estes

Edward Estes

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies

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Michael Halloran

Michael Halloran

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Charitable Giving
  • Intergenerational Planning
  • Wealth Preservation Strategies

Education

B.A., Baylor University 2005

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William Linc Campbell

William Linc Campbell

Financial Advisor

More about me...

Designations

CFP®, APMA®, BFA

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

BAAS, Anthropology & Behavioral Science, 1997 - University of North Texas

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Our Staff

Diane S. Hughes

Diane S. Hughes

Business Development Manager

Jill S. Roberts

Jill S. Roberts

Marketing Manager

Ryan Holt

Ryan Holt

Assistant

Rachelle Wagner

Rachelle Wagner

Client Service Specialist

Mikaela Spicer

Mikaela Spicer

Client Service Specialist